Borregaard ASA (BRG) Earnings Call Transcripts
Borregaard ASA's Latest Earnings Call - June 16, 2026
In the Q1 2026 earnings call, Borregaard ASA provided insights into their performance and outlook amidst geopolitical tensions and cost pressures. The company maintained its full-year sales volume guidance for BioSolutions at 340,000 tonnes, despite a less favorable product mix in Q2. BioMaterials sales volumes are expected to increase significantly from 2025, with a slight decrease in average sales prices due to mix changes. The company highlighted cost challenges, particularly from energy and raw materials, but is implementing cost reduction measures. Revenue and earnings specifics were not disclosed, and no changes to prior guidance were mentioned.
Reported metrics
| Metric | Value |
|---|---|
| BioSolutions Sales Volume | 340,000 tonnes (full year) (inline) |
| BioMaterials Sales Volume | 155,000-160,000 tonnes (positive) |
| BioMaterials Average Sales Price | 3%-4% lower (negative) |
| Cost Impact | NOK 40-60 million (negative) |
| Currency Impact | NOK 10-15 million (positive) |
Guidance from management
Borregaard maintained its full-year sales volume guidance for BioSolutions and BioMaterials, with no changes to revenue or earnings guidance. The company is implementing cost reduction measures to mitigate increased energy and raw material costs.
What management said
Good afternoon, and welcome to Borregaard's pre-close call. My name is Pal Espen Ramberg, Director of Investor Relations at Borregaard. I'm joined today by CFO, Per Bjarne Lyngstad, and we are broadcasting live from the biorefinery in Norway. Here is the agenda for today's call. First, outlook from the latest quarterly report; secondly, currency and commodity input based on public data, and last, a Q&A session. Part...
Thank you, Per Bjarne. We will now open the Q&A session. Please submit your questions via the chat function. We will wait some seconds to make sure we have received all questions as there is a delay on the web. The first 1 is from Magnus Rasmussen at SEB. How much is the extra NOK 100 million convertible Ellinor comes from Borregaard roughly up?
What analysts pressed on
Analysts expressed concerns about the impact of geopolitical tensions on demand and inventory levels, particularly in the BioSolutions segment. Questions also focused on the timing and effectiveness of cost reduction measures amidst rising energy and raw material costs.
Main topics on the call
- BioSolutions Sales Volume — Borregaard reiterated its expected full-year sales volume for BioSolutions at 340,000 tonnes, with Q2 sales volume expected to be around 90,000 tonnes, similar to Q2 2025 but with a less favorable product mix. Management...
- BioMaterials Sales Volume and Pricing — The company expects BioMaterials sales volumes to increase to 155,000-160,000 tonnes in 2026, up from 146,000 tonnes in 2025. However, average sales prices are expected to be 3%-4% lower in H1 2026 compared to H2 2025 du...
- Fine Chemicals Outlook — Sales prices for bioethanol are expected to remain in line with 2025 levels, while sales volumes for Fine Chemical Intermediates are expected to increase. The Middle East conflict is anticipated to negatively impact ener...
- Cost Pressures and Mitigation — Borregaard faces increased costs due to higher energy and raw material prices, with a net cost impact estimated at NOK 40-60 million. The company is implementing cost reduction measures, including more restrictive recrui...
Read the full Borregaard ASA transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Borregaard ASA
Borregaard ASA (BRG) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on OB and is based in NO. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 50 calls on record spanning February 5, 2020 to July 16, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 50 Borregaard ASA earnings call transcripts on record, spanning February 5, 2020 to July 16, 2026. Based on this history, Borregaard ASA reports quarterly. The most recent call on file is dated July 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.